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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing, Llc | Plano | TX | 01/2017 | 02/2019 |
| Capital One Bank | Plano | TX | 02/2015 | 01/2017 |
| Ally Invest Securities Llc | Lewisville | TX | 07/2020 | 05/2021 |
| Unemployed | Frisco | TX | 02/2019 | 07/2020 |
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2024 | Present |
| Unemployed | Frisco | TX | 06/2021 | 04/2024 |
| Schwab Wealth Advisory Inc | Westlake | TX | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-20 |
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